See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,544 | $102,966+200.6% | $90,281+242.9% | $152,861+102.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.23% | 95.16%-66.9pp | 78.10%-49.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $6,915 | $3,139+120.3% | $2,854+142.3% | $4,762+45.2% |
| Participant deferral / active EE | $5,195 | $4,281+21.3% | $3,885+33.7% | $5,850-11.2% |
| Admin fee / account holder | $2,680 | $6,171-56.6% | $5,351-49.9% | $11,596-76.9% |